Merrill Lynch

Carla Dias serves as a Private Client Relationship Manager at Citizens Private Client, where she and her dedicated advisory team assist clients in navigating their financial journeys through tailored financial planning and support. The firm emphasizes a collaborative approach, ensuring that clients' unique situations and evolving needs are at the forefront of their comprehensive financial strategies. Citizens Private Client offers exclusive rewards and premium benefits through its Citizens Plus program, enhancing the financial experience for clients. With a commitment to understanding the goals of individuals and families, the firm provides access to a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists, to help clients achieve their financial aspirations. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Stifel in Beaver is a full-service brokerage and investment banking firm offering a range of financial services to individual investors, professional money managers, businesses, and municipalities. The company specializes in securities brokerage, investment banking, trading, investment advisory, and other related financial services, catering to a diverse client base seeking comprehensive financial solutions. Generated from their website's infomation